Jim Poe & Associates, Inc.

Jim Poe & Associates, Inc. (CRD# 140232) is a financial advisory firm headquartered in Fort Worth, TX. They manage $53,023,869 in 292 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $181,589
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, MN, TX

Financial Advisors at Jim Poe & Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard A. Maples
CRD#: 6465879
6040 Camp Bowie Blvd. Suite 3, Fort Worth, TX 76116
90
Wealthminder
score

Richard Maples (CRD# 6465879) is an Investment Advisor Representative working at Jim Poe & Associates, Inc. in Fort Worth, TX and has over 3 years of experience in the finance industry.

2
Ryan L. McDonald
CRD#: 2720049
6040 Camp Bowie Blvd. Suite 3, Fort Worth, TX 76116
69
Wealthminder
score

Ryan McDonald (CRD# 2720049) is an Investment Advisor Representative working at Jim Poe & Associates, Inc. in Fort Worth, TX and has over 21 years of experience in the finance industry.

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